KNOWLEDGE BASE
Glossary
Login
Contents
x
Getting Started
Applications
Branding
Deliver
Events & Interviews
Fields and Prompts
Forms
Giving
Importing & Exporting
Inbox
Payments
Portals
Productivity Tools
Queries
Records
Reports & Analytics
Rules & Automation
Security & Privacy
Slate.org
Users & Permissions
News & Information
Powered by
Custom Datasets
10 Articles
in this category
Share
Print
Share
Dark
Light
Contents
Custom Datasets
10 Articles
in this category
Share
Dark
Light
Custom Datasets Overview
☑️ Prerequisite Skills Standard Datasets Custom datasets let you take advantage of the many features unique to datasets that make them a flexible and powerful tool for data storage. To understand whether your institution's process warrants...
Updated : 08 May 2024
Creating a Custom Dataset
Custom datasets are useful for storing data as you would on a person record, but for a different type of object or constituency not included among Slate's standard datasets . 🔔 Important! True to their name, custom datasets are entirely ...
Updated : 18 Jul 2024
Custom Dataset New Record Form
Similar to the default form that creates a new person record in Slate, you can make a form that creates records for other datasets. Creating the Form Create the Form Select Forms on the top navigation bar Select New Form . A po...
Updated : 23 Apr 2024
Custom Dataset Rules
☑️ Prerequisite Skills Custom Datasets , Rules In Slate, pre-made rules run in the background to facilitate the search and identification of records. When you create a custom dataset, those rules need to be created along with it. Some f...
Updated : 18 Jul 2024
Datasets Settings
Updated : 08 Nov 2023
Embedded Dataset Row Queries
An embedded dataset row query is a special type of query embedded on a dataset dashboard that displays rows of queried data. Some examples of common embedded dataset row queries are: Applicants from an organization Occupants of a resi...
Updated : 19 Apr 2024
Linking Datasets using Related Dataset Row Fields
A related dataset row field allows a record (specifically a person record, application record, or a dataset record) to be linked to a record in a different dataset. This article covers both using related dataset row fields on forms and importing da...
Updated : 08 Nov 2023
Creating a Child Dataset
☑️ Prerequisite Skills Creating a Custom Dataset Datasets can be created with a parent/child relationship. A standard example of this is the Organizations and Organization Contacts dataset. An Organization Contacts dataset record can r...
Updated : 18 Jul 2024
Awarding and Tracking Scholarships for Advancement
This Community Conversation focuses on how Illinois Wesleyan University uses Slate to award and track scholarships by using Datasets, Entities, Forms, and Portals to create an efficient process for development professionals to match awarding criteri...
Updated : 17 Jun 2024
Custom Dataset Records for Advancement
A custom dataset in Slate is a collection of records that can manage a variety of data, including named spaces and class years and can even track fundraiser performance. As with the other default datasets and constituent records, any custom dataset ...
Updated : 22 Nov 2023